Spirit of America Management Corp’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
17,700
+250
| +1% | +$26.1K | 0.38% | 73 |
|
|
2025
Q1 | $1.9M | Buy |
17,450
+250
| +1% | +$27.2K | 0.39% | 68 |
|
|
2024
Q4 | $1.62M | Buy |
17,200
+450
| +3% | +$42.3K | 0.33% | 74 |
|
|
2024
Q3 | $1.61M | Hold |
16,750
| – | – | 0.32% | 78 |
|
|
2024
Q2 | $1.31M | Hold |
16,750
| – | – | 0.27% | 83 |
|
|
2024
Q1 | $1.38M | Hold |
16,750
| – | – | 0.28% | 85 |
|
|
2023
Q4 | $1.41M | Hold |
16,750
| – | – | 0.31% | 80 |
|
|
2023
Q3 | $1.35M | Buy |
16,750
+1,800
| +12% | +$145K | 0.3% | 73 |
|
|
2023
Q2 | $1.32M | Buy |
14,950
+3,300
| +28% | +$291K | 0.3% | 79 |
|
|
2023
Q1 | $1.1M | Buy |
11,650
+1,550
| +15% | +$147K | 0.25% | 90 |
|
|
2022
Q4 | $947K | Buy |
10,100
+600
| +6% | +$56.3K | 0.21% | 101 |
|
|
2022
Q3 | $850K | Buy |
9,500
+1,300
| +16% | +$116K | 0.2% | 106 |
|
|
2022
Q2 | $825K | Hold |
8,200
| – | – | 0.19% | 111 |
|
|
2022
Q1 | $818K | Hold |
8,200
| – | – | 0.16% | 116 |
|
|
2021
Q4 | $796K | Hold |
8,200
| – | – | 0.16% | 123 |
|
|
2021
Q3 | $723K | Hold |
8,200
| – | – | 0.16% | 128 |
|
|
2021
Q2 | $729K | Hold |
8,200
| – | – | 0.16% | 132 |
|
|
2021
Q1 | $767K | Hold |
8,200
| – | – | 0.18% | 117 |
|
|
2020
Q4 | $755K | Hold |
8,200
| – | – | 0.19% | 121 |
|
|
2020
Q3 | $795K | Hold |
8,200
| – | – | 0.22% | 111 |
|
|
2020
Q2 | $719K | Hold |
8,200
| – | – | 0.18% | 116 |
|
|
2020
Q1 | $723K | Hold |
8,200
| – | – | 0.23% | 103 |
|
|
2019
Q4 | $756K | Hold |
8,200
| – | – | 0.13% | 134 |
|
|
2019
Q3 | $780K | Hold |
8,200
| – | – | 0.13% | 135 |
|
|
2019
Q2 | $684K | Hold |
8,200
| – | – | 0.1% | 140 |
|
|
2019
Q1 | $648K | Hold |
8,200
| – | – | 0.09% | 147 |
|
|
2018
Q4 | $568K | Hold |
8,200
| – | – | 0.09% | 157 |
|
|
2018
Q3 | $547K | Hold |
8,200
| – | – | 0.07% | 174 |
|
|
2018
Q2 | $530K | Hold |
8,200
| – | – | 0.07% | 181 |
|
|
2018
Q1 | $514K | Hold |
8,200
| – | – | 0.07% | 179 |
|
|
2017
Q4 | $545K | Hold |
8,200
| – | – | 0.06% | 184 |
|
|
2017
Q3 | $515K | Hold |
8,200
| – | – | 0.05% | 206 |
|
|
2017
Q2 | $503K | Sell |
8,200
-1,600
| -16% | -$98.1K | 0.05% | 207 |
|
|
2017
Q1 | $594K | Hold |
9,800
| – | – | 0.06% | 188 |
|
|
2016
Q4 | $575K | Hold |
9,800
| – | – | 0.07% | 191 |
|
|
2016
Q3 | $587K | Sell |
9,800
-3,300
| -25% | -$198K | 0.08% | 187 |
|
|
2016
Q2 | $855K | Sell |
13,100
-1,800
| -12% | -$117K | 0.13% | 129 |
|
|
2016
Q1 | $895K | Hold |
14,900
| – | – | 0.16% | 122 |
|
|
2015
Q4 | $765K | Hold |
14,900
| – | – | 0.15% | 132 |
|
|
2015
Q3 | $778K | Hold |
14,900
| – | – | 0.16% | 130 |
|
|
2015
Q2 | $670K | Sell |
14,900
-2,500
| -14% | -$112K | 0.13% | 151 |
|
|
2015
Q1 | $861K | Sell |
17,400
-3,000
| -15% | -$148K | 0.18% | 126 |
|
|
2014
Q4 | $1.08M | Hold |
20,400
| – | – | 0.27% | 100 |
|
|
2014
Q3 | $877K | Sell |
20,400
-2,300
| -10% | -$98.9K | 0.27% | 116 |
|
|
2014
Q2 | $1.07M | Buy |
22,700
+2,000
| +10% | +$93.8K | 0.42% | 78 |
|
|
2014
Q1 | $964K | Buy |
+20,700
| New | +$964K | 0.4% | 83 |
|
|
2013
Q4 | – | Sell |
-14,100
| Closed | -$569K | – | 191 |
|
|
2013
Q3 | $569K | Hold |
14,100
| – | – | 0.21% | 145 |
|
|
2013
Q2 | $578K | Buy |
+14,100
| New | +$578K | 0.21% | 140 |
|